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Featured

When Clients Try to Prescribe the Medicine

Amar Pandit , CFA , CFP

In the work you do, one of the most challenging dynamics is when clients attempt to dictate investment decisions. It’s an experience that most financial professionals are familia ….Read More

October 15, 2024 | 7 Minute Read

Nano Learning

Great Financial Hospitality Requires This?

Amar Pandit , CFA , CFP

In the world of financial services, the concept of hospitality goes beyond service. It’s about creating an experience where clients feel valued, understood, and genuinely cared f ….Read More

October 11, 2024 | 2 Minute Read

Succession Planning

The Path to the 10%

Amar Pandit , CFA , CFP

Recently, my colleague Sayok visited Delhi to meet a few partners, where he encountered a deeply unfortunate story. A gentleman (in his early forties) had passed away, and in a mat ….Read More

October 8, 2024 | 5 Minute Read

Nano Learning

Service versus Hospitality

Amar Pandit , CFA , CFP

In his book,”Unreasonable Hospitality” Restaurateur Will Guidara, wrote about a question he asks everyone. “What’s the difference between service and hospitality?

October 4, 2024 | 2 Minute Read

Featured

The Celebrity Client

Amar Pandit , CFA , CFP

Recently, one of our partners shared an inspiring story with me. It speaks to the essence of what we stand for at HF. Here’s what she wrote: “Hi Amar, Trust this email finds you ….Read More

October 1, 2024 | 5 Minute Read

About Amar Pandit

Amar is a CFA Charterholder from CFA Institute, Virginia, USA and a Certified Financial Planner. He is also an alumnus of the Wharton School of the University of Pennsylvania.

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Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. His first one was My Financial Advisor, the happiest and best Private Wealth Management Firm that helps High Net worth Business Owners, Corporate Executives, Doctors and Celebrities to make smart and informed choices about money.
He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely.
He is very passionate about spreading financial literacy and does so through his sharp and analytical columns published regularly in leading financial dailies, publications and portals. He is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books and 700 + columns for various newspapers such as Economic Times, Business Standard, Times of India, DNA, Hindustan Times, Mint, Indian Express and magazines.
He has developed a board game Financial Premier League which is a fusion of cricket and personal finance. Besides this, he has developed Corporate Workshops on Financial Literacy and has developed the first financial literacy program for children between the age group of 5 and 12.

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Amar's Philosophy

The HappyRich Advisor Blog covers the core concepts of wealth management and introduces some profound concepts that even the savviest of you will find useful. Through this blog, Amar envisions sharing his rich experience and wisdom in the simplest way with all advisors so that they can build an awesome firm and make a happy difference in the lives of their clients.

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What's Amar Reading